Customer Retention Associate

Grade Level (for internal use):

The Team:

The Revenue Execution team is a key partner to the frontline Revenue team, serving as experts on renewal execution across D&R and RVS product portfolios.  We are a vibrant, global team of ambitious, client-focused professionals who thrive on collaboration, problem solving, and supporting the achievement of revenue goals. If you're energized by partnerships and motivated to lead with impact, this is the team for you.

The Impact:

This role is at the heart of driving revenue within the wider Market Intelligence Revenue organization. As an Associate, Revenue Execution, you will work with multiple internal stakeholder teams and individuals to deliver successful revenue results while aligning with organizational goals.

What's in it for you:

• Growth opportunity: Partner with senior leadership on execution of our customer retention strategy, fostering relationships with clients across a designated territory.

• Cutting-edge tools: Use the latest technology and creative solutions to support sales and drive retention.

• Global collaboration: Work alongside cross-functional teams and diverse clients, building a worldwide network.

• Results-driven culture: Join a team where quality, innovation, and results are prioritized.

Responsibilities:

• Serve as a partner and retention champion for Revenue leadership by utilizing the Customer Retention Framework to support account teams in all retention-related activities.

• Develop a deep understanding of the renewal process across the entire product portfolio and provide guidance to Account Managers as needed.

• Manage the end-to-end retention process, including renewal preparation, configuration of quotes, documentation creation and management, billing coordination where applicable.

• Utilize meticulous attention to detail to ensure that contracts are correctly generated with the correct terms and conditions, pricing, and pertinent client information.

• Obtain approvals from stakeholders including Legal, Product, and Solutions Engineering to process renewals in a timely fashion and in compliance with internal policies.   

• Document renewal activity, including renewal status and relevant notes, in Salesforce to provide accurate revenue forecasts to Senior Leadership.

• Identify and escalate potential risks or concerns regarding renewal process and timelines with Account Management team and Revenue Execution leadership as they arise, proactively recommending solutions where possible.

• Proactively reach out to cross-functional partners on open items to ensure renewals are processed on time and escalate delays to Leadership.

• Promote the adoption and use of enablement tools, advising frontline teams on effective pricing, packaging, retention strategies, and opportunities for upselling and cross-selling.

• Ensure timely submission of agreements and facilitate the signature process, ensuring that countersigned agreements are promptly returned to clients.

• Verify the accuracy of invoices and collaborate with the collections team on outstanding invoices, ensuring compliance with client requests for purchase order (PO) numbers.

• Disseminate monthly Accounts Receivable report to Account Management teams to address latent payments ahead of account suspension.

• Prioritize self-upskilling around company operations, processes, and systems to optimize effectiveness in the role and improve client satisfaction.

• Provide backup support for team leads and management, and complete additional assignments as required.

• Integrate and collaborate with Account Management teams as critical resource for the retention workflow.

• Contribute to a positive work environment by bringing self-starter energy, flexibility, and motivation to the team.

Qualifications:

• Bachelor's degree or 3+ years of professional experience in SaaS or a similar business environment

• Proven commitment to excellence, solving complex challenges, and delivering results with a positive, "can do" attitude

• Strong communication and influencing skills with the ability to communicate effectively at all levels—internally and externally

• Excellent critical thinking and problem-solving skills, with keen attention to detail and a focus on innovation and efficiency

• Self-starter who takes initiative, brings ideas to life, and drives independent execution

• Passion for continuous improvement and curiosity to explore new ways of working

• English fluency

• Client-facing experience, preferably with retention & negotiation experience

• Sales, Support, or Enablement background preferred

• Proficient in Salesforce, Excel, PowerPoint, and other relevant data management and reporting tools

• Open to work on a shifting schedule, APAC shift

About S&P Global Market Intelligence

At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

For more information, visit

What's In It For You?

Our Purpose:

Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world.

Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We Accelerate Progress.

Our People:

We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.

From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.

Our Values:
 

Integrity, Discovery, Partnership

At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits:

We take care of you, so you can take care of business. We care about our people. That's why we provide everything you—and your career—need to thrive at S&P Global.

Our benefits include: 

• Health & Wellness: Health care coverage designed for the mind and body.

• Flexible Downtime: Generous time off helps keep you energized for your time on.

• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.

• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.

• Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.

• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit:

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert:

If you receive an email from a domain or any other regionally based domains, it is a scam and should be reported to  S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law.  Only electronic job submissions will be considered for employment.  

If you need an accommodation during the application process due to a disability, please send an email to:  and your request will be forwarded to the appropriate person.  
 
US Candidates Only:  The EEO is the Law Poster  describes discrimination protections under federal law.  Pay Transparency Nondiscrimination Provision -